WM
WM

William Mihm

31 Years of Experience
Bonita Springs, FL
Broker

William Mihm is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bonita Springs, FL, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

3301 Bonita Beach Road, Suite 105, Bonita Springs, FL, 34134

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

William is the owner and president of BMIHM LLC, a support company. He dedicates about half of his time to this business, including about 10-20% of his time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2009 - Present · 17 yrs 1 mo
Raymond James Financial Services, INC.Broker
December 2006 - Present · 19 yrs 5 mos
Previous Registrations
Raymond James Financial Services
December 2006 - October 2009 · 2 yrs 10 mos
Raymond James & Associates, INC.
October 2005 - December 2006 · 1 yr 2 mos
Raymond James & Associates, INC.Broker
September 2005 - December 2006 · 1 yr 3 mos
Morgan Stanley
July 1994 - September 2005 · 11 yrs 2 mos
Morgan Stanley Dw INC.Broker
July 1994 - September 2005 · 11 yrs 2 mos
State Registrations18 states
CADEFLGAILINMAMDMINCNJOHPASCTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
William Mihm - Financial Advisor | TrueAdvisor